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Cutting Through the Alphabet Soup of Public Benefits

What happens when someone suffers a serious or catastrophic personal physical injury causing permanent disability? Do they get the proper counseling regarding the form of the settlement so as to protect their current assets, preserve public benefits and safeguard the …

How Internal Rate of Return Impacts Your Client’s Settlement

Synergy creates holistic settlement plans that meet our client’s needs while presenting the least possible amount of risk. We work tireless for our clients, helping attorneys and their seriously injured clients to plan for their post settlement future by attending

The Affordable Care Act: Injury Victims Beware

By Daniel J. Alvarez, J.D., Vice President & General Counsel

As has been well publicized, it was revealed last week on that fewer than 27,000 people signed up for private health insurance last month in the 36 states relying …

Clients on Medicaid & Medicare Need Special Planning

By Jason D. Lazarus, J.D., LL.M., MSCC, CSCC

Some individuals are “dual eligible” meaning they qualify for both Medicaid and Medicare.  In certain cases, a Medicare Set Aside/Special Needs Trust or Pooled Trust Sub-Account may be necessary to preserve the …

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